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Check BoldSign status when Trello activity happens

Turn activity signals into a quick, current contract status check.

Trigger

New Activity Trigger

Triggered when there is activity in Trello.

Action

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Why this helps

Teams lose time switching between Trello and BoldSign to confirm whether contracts are moving.

  • Surface current document status quickly
  • Reduce status-checking context switches
  • Give the team a repeatable contract view

Setup

Build it in a few focused steps.

  • 1Connect Trello and BoldSign once in Notis.
  • 2Create an automation for contract status checks.
  • 3Tell Notis to list and summarize matching BoldSign documents after relevant Trello activity.
  • 4Pick Trello New Activity Trigger.
  • 5Choose a report channel and test with one real activity event.

Questions about this workflow

Can Notis filter the documents?

Yes, instruct it to use the identifiers or context supplied by the Trello activity and report only relevant matches.

What if no document matches?

Ask Notis to report the missing match clearly so someone can correct the card reference.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Trello to Boldsign. A trigger fires from one place; an action lands in another.

Trello triggers

Boldsign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

ActionInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

Connect any two apps with Notis in the middle.

Trello and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Boldsign.